Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bajaj Finserv Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Invest Now

tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
Fund Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1704 Cr ₹28677 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2024 25 May 2005
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over % 25%
Expense Ratio 2.06 1.61
Manager Nimesh Chandan Pradeep Kesavan
ISIN Code INF0QA701730 INF200K01305
Exits Load Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month 4.34% 4.79%
6 Month -12.23% -9.93%
1 Year 7.98% 8.53%
3 Year - 15.24%
5 Year - 28.64%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month -4.7% -2.81%
1 Year -7.35% -3.96%
3 Year - 15.87%
5 Year - 19.22%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 7.52% 14.74%
3 Year - 14.69%
5 Year - 14.88%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation - 11.75%
Sharp - 0.69%
Beta - 0.85%
Alpha - 1.2%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
Name Nimesh Chandan Pradeep Kesavan
Total AUM ₹0 Cr ₹434274 Cr
Funds Managed 8 43
Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth

Market Cap

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 4.7 6.69
Large Cap 56.6 39.72
Mid Cap 32.07 35.36
Small Cap 6.63 18.23

Sector Allocation

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 3.86 5.57
Energy 4.85 3.35
Industrials 10.36 10.81
Financial Services 18.93 24.7
Technology 8.55 8.74
Basic Materials 9.09 11.76
Consumer Defensive 9.05 7
Healthcare 16.17 9.85
Consumer Cyclical 11.77 12.56
Real Estate 2.45 -
Communication Services 4.92 3.27
Utilities - 2.4

Top Comparisons

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns13.59%

VS

Quant ELSS Tax Saver Fund Regular Plan-Growth Quant ELSS Tax Saver Fund Regular Plan-Growth

3Y Returns12.57%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns26.24%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns27.2%

Compare Now

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns21.69%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns16.41%

Compare Now

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns15.29%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns11.57%

Compare Now
Add to Cart Successfully